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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,967 | $109,411-98.2% | $89,435-97.8% | $158,982-98.8% |
| Participation rate | 58.3% | 74.3%-15.9pp | 68.0%-9.7pp | 82.0%-23.6pp |
| Annual return | 0.00% | 345.68%-345.7pp | 245.55%-245.6pp | 302.99%-303.0pp |
| Employer contribution / active EE | $500 | $3,173-84.2% | $2,587-80.7% | $4,763-89.5% |
| Participant deferral / active EE | $712 | $4,600-84.5% | $3,890-81.7% | $5,983-88.1% |
| Admin fee / account holder | $5 | $6,159-99.9% | $4,884-99.9% | $11,252-100.0% |